Analyst Corner: Defense stocks spotty despite hype

BOSTON (CBS.MW) -- It's been a year when weapons got a workout, and a chilly breeze from the Cold War crept in through the diplomatic cracks.

The military enjoyed renewed recognition but had some high-profile mishaps in Kosovo. Satellite companies are about to gain from "local-to-local" legislation that will allow them to compete with cable, according to Cai von Rumohr, aerospace/defense analyst at S. G. Cowen in Boston.Von Rumohr recently talked about the sector's prospects with Kristen Gerencher of CBS MarketWatch.

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